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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,280 | $95,915+4.6% | $79,580+26.0% | $134,532-25.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -20.16% | -2.71%-17.4pp | 0.15%-20.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,166 | $3,129+1.2% | $2,413+31.2% | $4,741-33.2% |
| Participant deferral / active EE | $5,752 | $4,693+22.6% | $3,985+44.3% | $6,401-10.1% |
| Admin fee / account holder | $22,059 | $9,132+141.6% | $6,835+222.7% | $11,429+93.0% |